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Wealth Associates

Life's Short... Plan Well

Financial Planning Tools


We dream big, and to help pay for those big dream we require effective long-range savings programs to help accumulate the necessary funds to pay for big ticket items (homes, autos, travel) to educate our children, and to plan for a fulfilling retirement. Knowing how to set up accounts, how to forecast savings needs, and when to add to and take out of savings is critical to making this process successful. We provide you with the necessary tools and instruction to establish your savings goals, identify when funds will be needed, and align your savings contributions with the proper savings vehicles to achieve your long-term goals.

Savings Planning Resources

1. Personal Savings - Snapshot

2. Practice Savings - Snapshot